Engle Capital Management, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$331.6B
Holdings
25
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KDKYNDRYL HOLDINGS INC | 688,000 | $28.9B | 8.71% | |
| 2 | AERAERCAP HOLDINGS NV | 225,000 | $26.3B | 7.94% | |
| 3 | GDDYGODADDY INC | 137,000 | $24.7B | 7.44% | |
| 4 | TLNTALEN ENERGY CORP | 79,000 | $23.0B | 6.93% | |
| 5 | TBBBBBB FOODS INC | 727,000 | $20.2B | 6.09% | |
| 6 | ACVAACV AUCTIONS INC | 1,190,000 | $19.3B | 5.82% | |
| 7 | QXOQXO INC | 850,000 | $18.3B | 5.52% | |
| 8 | MRXMAREX GROUP PLC | 405,600 | $16.0B | 4.83% | |
| 9 | ALSALLSTATE CORP | 74,400 | $15.0B | 4.52% | |
| 10 | ROADCONSTRUCTION PARTNERS INC | 135,000 | $14.3B | 4.33% | |
| 11 | KKRKKR & CO INC | 107,500 | $14.3B | 4.31% | |
| 12 | EYENATIONAL VISION HOLDINGS INC | 619,900 | $14.3B | 4.30% | |
| 13 | NUNU HOLDINGS LTD | 987,000 | $13.5B | 4.08% | |
| 14 | CVNACARVANA CO | 33,800 | $11.4B | 3.43% | |
| 15 | SNSHARKNINJA INC | 112,000 | $11.1B | 3.34% | |
| 16 | KNSLKINSALE CAPITAL GROUP INC | 20,200 | $9.8B | 2.95% | |
| 17 | APOAPOLLO GLOBAL MANAGEMENT INC | 65,400 | $9.3B | 2.80% | |
| 18 | SKWDSKYWARD SPECIALTY INSURANCE GROUP | 133,105 | $7.7B | 2.32% | |
| 19 | PGRPROGRESSIVE CORP | 28,100 | $7.5B | 2.26% | |
| 20 | NRANRG ENERGY INC | 38,600 | $6.2B | 1.87% | |
| 21 | CEGCONSTELLATION ENERGY CORP | 17,800 | $5.7B | 1.73% | |
| 22 | QC10FLAGSTAR FINANCIAL INC | 428,000 | $4.5B | 1.37% | |
| 23 | EQTEQT CORP | 77,000 | $4.5B | 1.35% | |
| 24 | VSTVISTRA CORP | 20,200 | $3.9B | 1.18% | |
| 25 | ASICATEGRITY SPECIALTY INSURANCE CO | 91,000 | $2.0B | 0.59% |